Kutsidya kwa nyanja:
Kuchulukirachulukira kwamasewera kunapitilira, katundu wapamwamba adachira monga momwe adakonzera. Posachedwapa zovala zakunja zakunja zatulutsa kotala ndi mawonekedwe aposachedwa kwambiri kwa chaka chonse, kutsika kwamitengo yakunja pansi pa msika wazidziwitso ku China, tikuwona kuti mtundu wamasewera odziwika bwino, zopangidwa zapamwamba zikadali ndi magwiridwe antchito apamwamba, zikuwonetsa kukopa kwa inflation pakatikati ndi kukwera. ndalama zomwe anthu amagula mphamvu ndizochepa, ntchito zamaluso monga nsapato zothamanga, machitidwe a yoga ndiwopambana kwambiri, masewera olimbitsa thupi amatsimikiziridwa, Kuthandizira kulima nsapato zothamanga, nsapato za basketball ndi magawo ena aukadaulo amtundu wapakhomo Li Ning, XTEP ndalama zina. Kumbali inayi, ma brand ena akhala akukakamizidwa kuchokera kumapeto kwa phindu chifukwa cha kukoka kwa chain chain. Kuperewera kwa ma supply chain uku kumathandizira kuchulukirachulukira kwa ma oda amtundu kwa atsogoleri opanga omwe ali ndi mphamvu zoperekera bwino komanso mayendedwe okhazikika. Ndi mtundu,
1) lululemonQ2 akadali kukwaniritsa 29% chaka ndi chaka kukula (30% mu msika Chinese) pansi inflation ndi mliri, ndi kuchotsera akadali kukwaniritsa kuwonjezeka pang'ono posachedwapa;
2) Malonda a Asics adakula ndi 7.4% mu theka loyamba la chaka, pakati pawo nsapato zogwira ntchito zinawonjezeka ndi 13.5% bwino ndikuyendetsa kukula konse.
Kutsata kochepa kwa data:
Mu Ogasiti, magwiridwe antchito a gawo lililonse adasiyanitsidwa, ndipo kukula kwakunja kunali kowala.
1) Mtundu wamasewera: kuchuluka kwa malonda a Disant pansi pa Anta Gulu kudakwera ndi 37%, ndipo mtengo wapakati udafika 1016 yuan (+20%), zomwe zikuwonetsa kukwera kwakukulu kwamphamvu zamtundu; Kachiwiri, malonda amtundu wa XTEP adakwera ndi 21.5%/19% motsatana, ndikukula kwa voliyumu kumathandizira kwambiri; Kugulitsa kwa Li Ning kudakwera pang'ono kumbuyo kwa chiwonjezeko chabwino chamtengo wa 7.5%.
2) Zovala zamtundu: Biyinlefen adakhala patsogolo ndi kukula kwa 17.5%, kutsatiridwa ndi kuwonjezeka pang'ono kwa zovala za ana za Taiping Bird, pamene mitundu ina yonse inakana ku madigiri osiyanasiyana.
3) Panja / Maulendo: M'nyengo ya chilimwe, malonda a Samsonite / avareji mtengo adakwera ndi 20.6% / 14.2% motsatana, pomwe malonda / malonda amtundu wakunja Mu Gaodi adakwera ndi 126.5% / 80.6% motsatana, kupitiliza kukula mwachangu .
Malangizo a Investment
Kumbali ya zovala za mtunduwo, akulangizidwa kuti apereke chidwi kwa Li Ning, yemwe ali ndi mphamvu zotsogola zamtundu, akuyembekezeka kutsogolera pakuchira pambuyo pa mliriwu, ndipo kuwerengera komwe kulipo pano kuli kotsika kwambiri. Pamapeto opangira nsalu, tikuyenera kulabadira gulu la Huali, lomwe lili ndi zabwino zambiri zamakasitomala komanso dongosolo lotsatiridwa bwino lokulitsa luso, ndi Gulu la Jiansheng, lomwe lili ndi kukhathamiritsa kwamakasitomala kwambiri komanso kupitilira momwe amayembekezeredwa. Kuphatikiza apo, pankhani yobwezeretsanso kudya komanso kuyenda pambuyo pa mliri, tikulimbikitsidwa kumvera a Samsonite, mtsogoleri wopanda ntchito ku China, yemwe ntchito yake yakwera kotala ndi kotala ndipo wapindula kwambiri pakuchira. kuyenda.
Kutsata deta ndi kulengeza
Ndemanga ya msika: Sabata yatha (Seputembala 5, 2022 - Seputembara 9, 2022) Shanghai Composite Index, Shenzhen Component Index ndi CSI 300 idakwera 2.37%, 1.50% ndi 1.74% motsatana. Gawo la nsalu ndi zovala linakwera ndi 0.71%, pomwe gawo la nsalu linatsika ndi 0.55% ndipo gawo la zovala linakwera 1.57%.
Zopangira mtengo: 328 kalasi thonje malo 15769 yuan/tani (-0.18%, mlungu uliwonse kukwera kapena kugwa); Thonje CotlookA122.4 senti/lb (0.66%); Kusiyana kwamtengo pakati pa thonje wamkati ndi kunja ndi -4946 yuan/ton (-4.10%).
Nkhani zamakampani:
1) Gulu la Tod lidapeza phindu mu theka loyamba la ndalama za 2022, ndikugulitsa 17.4% pachaka, kupitilira zomwe zikuyembekezeka;
2) Kugulitsa kwa gawo loyamba la Ferragamo kunakwera 20.3% YOY, kugunda zoyembekeza, koma China idachedwa;
3) Li Ning adzatsegula sitolo yogulitsa katundu ku Hong Kong ndi renti yapachaka pafupifupi HK $ 24m; 4) Lululemon akulengeza lipoti la ndalama za 2022 Q2: China ikugulitsa 30%.
Nthawi yotumiza: Sep-23-2022